Back to filter
Original filing (PDF)20251017153716NAL0009590032001
ARCHWELL ESSENTIALS
Form 5500
FILING_RECEIVED
ARCHWELL ESSENTIALS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
177
Accounts w/ balance
195
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCHWELL ESSENTIALS.
Plan sponsor
Name
ARCHWELL ESSENTIALS
EIN
86-3066564
Address
1400 E. NEWPORT CENTER DR., STE 102 · DEERFIELD BEACH, FL · 33442
Phone
(855) 547-8508
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHURMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3368904 | — | RECORD KEEPER | $11K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
33 direct securities· $10.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2035 Mutual Funds | — | — | — | $1.1M | 11.0% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $1.1M | 10.8% | |
| BlackRock LifePath Index 2040 Mutual Funds | — | — | — | $715K | 7.0% | |
| BlackRock LifePath Index 2055 Mutual Funds | — | — | — | $596K | 5.8% | |
| BlackRock LifePath Index 2045 Mutual Funds | — | — | — | $518K | 5.1% | |
| BlackRock LifePath Index 2030 Mutual Funds | — | — | — | $506K | 5.0% | |
| American Century Growth Mutual Funds | — | — | — | $496K | 4.9% | |
| BlackRock LifePath Index 2050 Mutual Funds | — | — | — | $427K | 4.2% | |
| BlackRock LifePath Index Retirement Mutual Funds | — | — | — | $421K | 4.1% | |
| BlackRock LifePath Index 2060 Mutual Funds | — | — | — | $388K | 3.8% | |
| Federated FedeRtd Hermes US Trsry Cash Rsrv IS | — | — | — | $370K | 3.6% | |
| Fidelity US Bond Index Mutual Funds | — | — | — | $333K | 3.3% | |
| ClearBridge Small Cap Growth Mutual Funds | — | — | — | $316K | 3.1% | |
| JPMorgan US Eq R6 | — | — | — | $303K | 3.0% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | — | — | — | $294K | 2.9% | |
| Participant Loans Bearing interest at 5.25%-10.50% - | — | — | — | $294K | 2.9% | |
| MFS Value Mutual Funds | — | — | — | $254K | 2.5% | |
| Blackrock Inf Protected Bd Instl | — | — | — | $245K | 2.4% | |
| American Funds EuroPacific Mutual Funds | — | — | — | $236K | 2.3% | |
| Carillon Eagle Mid Cap Growth Mutual Funds | — | — | — | $218K | 2.1% | |
| Fidelity Total International Index Mutual Funds | — | — | — | $208K | 2.0% | |
| Fidelity Extended Market Index Mutual Funds | — | — | — | $189K | 1.9% | |
| JHancock Disciplined Value Mid Cap Mutual Funds | — | — | — | $184K | 1.8% | |
| John Hancock JHancock3 Disciplined Val Md cp R6 | — | — | — | $184K | 1.8% | |
| Fidelity Total Bond Mutual Funds | — | — | — | $168K | 1.6% | |
| Federated Hermes High Yield Bond Mutual Funds | — | — | — | $152K | 1.5% | |
| Delaware Emerging Markets Mutual Funds | — | — | — | $132K | 1.3% | |
| Macquarie Emerging Mkts Instl | — | — | — | $132K | 1.3% | |
| American Century Small Cap Value Mutual Funds | — | — | — | $119K | 1.2% | |
| State Street Instl US Govt Money Market Mutual Funds | — | — | — | $80K | 0.8% | |
| Hartford World Bond Mutual Funds | — | — | — | $56K | 0.5% | |
| Fidelity Real Estate Index Mutual Funds | — | — | — | $37K | 0.4% | |
| JHancock Alternative Asset Allocation Mutual Funds | — | — | — | $14K | 0.1% |
Related plans
Other plans using TRANSAMERICA RETIREMENT SOLUTIONS
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH 403(B) PLAN
$10.9B · 49,356 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
$3.6B · 21,020 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
Similar-size Finance & Insurance plans
EUSTIS MORTGAGE CORPORATION
EUSTIS MORTGAGE CORPORATION INCENTIVE RETIREMENT PLAN
$10.3M · 139 participants
SOUTHEAST MORTGAGE OF GEORGIA, INC.
SOUTHEAST MORTGAGE OF GEORGIA, INC. 401(K) PLAN
$10.0M · 147 participants
MORTGAGE EQUITY PARTNERS, LLC
MORTGAGE EQUITY PARTNERS RETIREMENT PLAN
$10.4M · 162 participants
MLD MORTGAGE, INC.
MLD MORTGAGE INC. 401(K) PLAN
$10.5M · 277 participants
RESIDENTIAL WHOLESALE MORTGAGE, INC
RWM BUSINESS UNITS 1000 & 1001 RETIREMENT PLAN
$9.9M · 74 participants
DIAMOND RESIDENTIAL MORTGAGE COR
DIAMOND RESIDENTIAL MORTGAGE CORPORATION 401(K) PLAN
$10.5M · 113 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants